To apply autoflow to a contact, please follow the below steps:
- Go to Contacts Report, select the contact record you want to apply autoflow.
- Click Operations Menu.
- Click Apply Autoflow.
- Select an autoflow you want to apply on specific contact.
- Click Apply.
Once you click Apply, the tasks gets created for a specific contact and can be viewed on the tasks report.
Learn more about Contacts
Add a new contact
Import contacts from file
Add relationships between contacts
Add tag to contact
Add custom fields to contact
Use filters to sort contacts